Consumer Discretionary
VS
William Bernstein's Coward Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward Portfolio | 0.12% | -0.46% | 0.02% | 4.37% | 8.08% | 28.04% | 35.92% | 58.80% |
| Consumer Discretionary | 2.64% | 0.96% | 0.87% | 11.03% | 21.86% | 68.29% | 67.82% | 193.85% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward Portfolio | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
| Consumer Discretionary | 26.37% | 39.50% | -36.19% | 27.83% | 29.27% | 28.34% | 1.78% | 22.81% | 5.97% | 9.91% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward Portfolio | 58.80% | 5.20% | 4.74% | -27.72% | 0.21 | 0.26 | 0.19 | 0.06 |
| Consumer Discretionary | 193.85% | 13.23% | 11.41% | -104.30% | 0.47 | 0.59 | 0.13 | 0.14 |
Total Return
No Taxes, No Rebalancing.